VOYA Investment Management
HRTG icon

VOYA Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

VOYA Investment Management’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Buy
16,045
+680
+4% +$17K ﹤0.01% 1910
2026
Q1 		$403K Sell
15,365
-59
-0.4% -$1.56K ﹤0.01% 1827
2025
Q4 		$451K Buy
15,424
+972
+7% +$26.3K ﹤0.01% 1797
2025
Q3 		$364K Sell
14,452
-2,928
-17% -$66.5K ﹤0.01% 1907
2025
Q2 		$433K Buy
+17,380
New +$371K ﹤0.01% 1964
2022
Q3 		– Sell
-52,616
Closed -$139K – 2960
2022
Q2 		$139K Buy
52,616
+12,710
+32% +$54.2K ﹤0.01% 2532
2022
Q1 		$285K Buy
39,906
+8,748
+28% +$54.1K ﹤0.01% 2195
2021
Q4 		$183K Buy
+31,158
New +$205K ﹤0.01% 2543
2021
Q2 		– Sell
-24,192
Closed -$268K – 2852
2021
Q1 		$268K Sell
24,192
-404,129
-94% -$4.22M ﹤0.01% 2379
2020
Q4 		$4.34M Sell
428,321
-32,872
-7% -$338K 0.01% 860
2020
Q3 		$4.67M Sell
461,193
-31,031
-6% -$384K 0.01% 773
2020
Q2 		$6.44M Sell
492,224
-46,153
-9% -$540K 0.02% 667
2020
Q1 		$5.77M Sell
538,377
-74,068
-12% -$876K 0.02% 652
2019
Q4 		$8.12M Buy
612,445
+159,917
+35% +$2.2M 0.02% 677
2019
Q3 		$6.76M Buy
+452,528
New +$6.59M 0.01% 719
2018
Q2 		– Sell
-11,215
Closed -$170K – 2624
2018
Q1 		$170K Hold
11,215
– – ﹤0.01% 2365
2017
Q4 		$202K Sell
11,215
-2,780
-20% -$46.2K ﹤0.01% 2347
2017
Q3 		$185K Sell
13,995
-1,071
-7% -$12.9K ﹤0.01% 2407
2017
Q2 		$196K Buy
15,066
+2,181
+17% +$27.3K ﹤0.01% 2418
2017
Q1 		$165K Hold
12,885
– – ﹤0.01% 2337
2016
Q4 		$202K Hold
12,885
– – ﹤0.01% 2291
2016
Q3 		$186K Hold
12,885
– – ﹤0.01% 2320
2016
Q2 		$154K Buy
12,885
+1,714
+15% +$22.8K ﹤0.01% 2366
2016
Q1 		$178K Hold
11,171
– – ﹤0.01% 2254
2015
Q4 		$244K Hold
11,171
– – ﹤0.01% 2182
2015
Q3 		$220K Hold
11,171
– – ﹤0.01% 2224
2015
Q2 		$257K Buy
+11,171
New +$240K ﹤0.01% 2357

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VOYA Investment Management's HRTG Position: Q2 2026 in Review

VOYA Investment Management increased its Heritage Insurance Holdings (HRTG) stake by 4.4% in Q2 2026, buying an estimated $17K and bringing the position to 16,045 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

VOYA Investment Management first reported a position in HRTG in Q2 2015 and has held it in 27 quarters since. The position peaked at $8.12M in Q4 2019. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • VOYA Investment Management held 16,045 shares of Heritage Insurance Holdings worth $418K as of Q2 2026.
  • VOYA Investment Management bought 680 Heritage Insurance Holdings shares in Q2 2026, an estimated $17K.
  • Heritage Insurance Holdings made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #1910 holding.
  • VOYA Investment Management first reported a position in Heritage Insurance Holdings in Q2 2015 and has held it in 27 quarters since.
  • VOYA Investment Management's Heritage Insurance Holdings position peaked at $8.12M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.